+20.2%
VZ vs LSCC
+26.3%
-6.1%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +7.1% | -8.1% | -0.8% |
| 7D | +2.1% | +13.0% | -10.8% | +2.4% |
| 30D | +1.4% | -19.8% | +21.2% | +1.1% |
| 3M | -1.3% | -18.4% | +17.1% | -1.5% |
| 6M | -0.5% | -16.1% | +15.6% | -0.8% |
| YTD | +19.6% | +42.7% | -23.1% | +19.3% |
| 1Y | +22.4% | +68.0% | -45.6% | +21.9% |
| 3Y | +55.9% | +85.8% | -30.0% | +54.3% |
| All | +20.2% | +26.3% | -6.1% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded LSCC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling